GLG News by LAN Equipment Market Experts

1.      If it does not begin to increase its wireless budget – along with actually spending in adequate amounts -- AT&T is going to start hurting in the near term. 2.      The problems range from 3G upgrades to backhaul requirements. 3.     ...

1.      Not too long ago, the price of oil was at $147 a barrel. 2.      Now it has gotten below $70 a barrel. 3.      Falling gas pricing may lead to noticeable reductions in OPEX for fiber to the premises.

1.      The biggest problem right now in telecom is access to money. 2.      Small companies will be feeling the pressure the most because they all need further investment. 3.      With potential investment opportunities for...

undefined 1.     Obviously, Level 3 is being vocal about its traffic capacity requirements rapidly exceeding the combining of multiple 10G systems. 2.     Is this also perhaps a signal that Level 3 is sending to Infinera, which...

undefined 1.     Perhaps, many of us were mistaken about the need for 100G transmission. 2.     We believed that the industry would follow its normal pattern of moving up the line in optical networks as it always has in the past – the...

1.      There could easily be another reason for AT&T “putting wireless chief Ralph de la Vega in charge of all consumer offerings...[than] to better coordinate marketing of landline and mobile services...” 2.      It has been long known that...

1. Despite the economic downturn, the overall telecom services business in the US continues to remain rather good. 2. While residential building has taken a hard hit, the performance numbers at the three major service providers have stayed fairly strong – especially at AT&T and Verizon. 3....

Incumbency will be critical in whether vendors win or lose during the downturn in the US telecom market. R&D and service programs will suffer the most. If layoffs occur at one of these suppliers, instead of getting rid of the most experienced employees, the company should try as much as...

1.      A very long time ago, Nortel was considered one of the premier corporations in the world. 2.      The company was able to coast along just on its reputation and presence despite a record of limited innovation. 3.     ...

1.      In its revised outlook, the term “DMS” was not mentioned one time. 2.      At least there was recognition by Nortel that carrier VoIP is closely related to its heritage. 3.      It is reasonable to assume that wireless...